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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,592 | $58,275-30.3% | $81,844-50.4% | $80,935-49.8% |
| Participation rate | 40.6% | 63.5%-22.9pp | 72.4%-31.8pp | 67.7%-27.1pp |
| Annual return | 14.26% | 41.82%-27.6pp | 778.87%-764.6pp | 35.66%-21.4pp |
| Employer contribution / active EE | $594 | $2,346-74.7% | $2,916-79.6% | $2,757-78.5% |
| Participant deferral / active EE | $1,509 | $3,285-54.1% | $4,323-65.1% | $4,299-64.9% |
| Admin fee / account holder | $3,632 | $4,749-23.5% | $7,355-50.6% | $6,924-47.5% |